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NEDRA Programs

Upcoming events

    • 12 Jan 2018
    • 1:30 PM - 3:30 PM
    • Salem State University, Viking Hall, Room 123, 73 Loring Avenue, Salem, MA 01970
    • 28

    The Road Ahead: Campaign Planning and Prospect Development 

    Friday, January 12

    1:30 PM – 3:30 PM


    Salem State University

    Viking Hall, Room 123

    73 Loring Avenue

    Salem, MA 01970


    The fate of a capital campaign is ultimately determined by the charitable giving – or lack thereof – of its prospects. As a result, campaigns provide prospect development professionals with both the opportunity and the obligation to align their protocols with best practices. This encore presentation of a 2013 program has been updated to incorporate new techniques to help organizations reach their campaign goals. Attendees will learn how to: (1) customize strategies to fulfill campaign objectives; (2) implement metrics for enhanced performance; and (3) use research, management, and analytics to improve efficiency. Please join us as we’ll explore how to transform an abstract campaign plan into a very successful reality. 


    Ian T. Wells is the President of Ian T. Wells & Associates, a consulting firm providing research and advisory services to non-profit organizations in the New England and Mid-Atlantic regions. He also serves as Vice President of the New England Development Research Association (NEDRA), and is Co-Chairman of NEDRA’s Sponsorship Committee. Ian has delivered lectures and written articles for a variety of organizations supporting development professionals, including AFP, APRA, NEDRA, and PGGNE. Prior to founding his company, he was the Director of Prospect Development for Boston College, and prior to that, he served as Associate Director of Development, Prospect Research at Massachusetts General Hospital. Ian began his career as a Development Associate at Boston Children’s Hospital in 2001.


    $85 Members

    $125 Non-Members


    From Route 128 via Lowell Street Exit:

    Follow Lowell Street into downtown Peabody

    Lowell Street turns into Main Street which turns into Boston Street in Salem

    Continue straight on Boston Street until it ends

    Turn right on Essex Street

    At first set of lights, turn left onto Jackson Street

    At the end of Jackson Street, turn right on Jefferson Avenue

    Follow Jefferson Avenue to Loring Avenue

    Turn left for Central and North Campus

    From Beverly via Beverly/Salem Bridge (Route 107):

    Take Bridge Street Bypass Road (Route 107)

    Turn left onto Washington Street

    Continue on Washington, at second traffic light (Domino’s in front of you), turn right, continue to stop sign

    After stopping, turn left onto Margin, which becomes Jefferson Avenue

    At end of Jefferson is Loring Avenue

    For Central and North Campus, turn left and then bear right

    From Peabody via North Street / Route 114:

    Follow North Street into downtown Salem

    Follow Route 114 /North Street, turn right onto Essex Street

    At third set of lights, turn left on Jefferson

    At the end of Jefferson, is Loring Avenue

    Turn left for Central and North Campus, bear right for South Campus



    Parking is complimentary but guests will be required to fill out a parking pass which will be sent to registrants ahead of the event. The parking lot is located at 285 Canal Street, Salem, MA. There are entrances off of Canal Street and Loring Avenue. 

    • 19 Jan 2018
    • 1:00 PM - 2:30 PM
    • DFCI Development & The Jimmy Fund, 10 Brookline Place, 5th Floor Conference Room (563), Brookline, MA 02445
    • 26

    Corporate and Foundation Research 

    Friday, January 19

    1:00 PM – 2:30 PM


    Dana-Farber Cancer Institute

    DFCI Development & The Jimmy Fund

    10 Brookline Place

    5th Floor Conference Room #563

    Brookline, MA 02445


    Please join a discussion of strategies and resources for corporate and foundation research. Share ideas on such issues as identifying prospects for a niche program, finding connections to corporate and foundation boards, accessing and understanding a foundation’s IRS filings and more.


    Matt Bouse is a Senior Corporate Research Analyst at Dana-Farber Cancer Institute. He leads prospect research efforts for DFCI’s corporate and foundation-related fundraising.


    $85 Members

    $125 Non-Members


    From the North:

    Via I-93, the Tobin Bridge (Route 1), Route 28

    Follow signs to Storrow Drive Westbound. Continue for about 1.5 miles, take exit to the left marked "Fenway - Route 1 South," staying in far left lane as you drive up the ramp. Just before the lights, bear right onto Boylston St. At third set of lights, stay straight as the road merges into Brookline Ave. Continue driving past the main DFCI campus almost 1/2 mile and take a right on Pearl Street (the last street before Huntington Avenue) and follow it around to the left until you see 10 Brookline Place on the right. The parking garage is underneath the building.


    From the South:

    Via Southeast Expressway (I-93, Route 3 North)

    Take exit 18 "Massachusetts Ave. - Roxbury." After exiting, follow signs to Massachusetts Ave. At Massachusetts Ave. intersection, go straight onto Melnea Cass Blvd. and continue for 0.9 miles to seventh light, turning left onto Tremont St. At first intersection (Boston Police Station on the corner), turn right onto Ruggles St. At third light, turn left onto Huntington Ave. Eventually, Huntington will become Route 9/Boylston Street, go under the underpass, pass Brookline Avenue, and take a right onto Pearl Street. The building is on your left and the parking garage is located underneath the building.


    From the West:

    Via Route 9 (Massachusetts Turnpike to Route 128 to Route 9)

    Take Mass. Pike (I-90) East to 128 South. Follow to Exit 20A, 9 East Brookline/Boston. Go 6.5 miles to Brookline Avenue (it will be a large intersection before an overpass, with gas station on left) and turn left. Take another left onto Pearl Street and follow it around to the left until you see 10 Brookline Place on the right. The parking garage is underneath the building.

    Via the Massachusetts Turnpike (I-90) and downtown:

    Take Mass Pike to Exit 22 "Copley Square/Prudential Center," bearing left toward Prudential. Continue straight onto Huntington Ave. Eventually, Huntington will become Route 9/Boylston Street, go under the underpass, pass Brookline Avenue, and take a right onto Pearl Street. The building is on your left and the parking garage is located underneath the building.


    By MBTA:

    Take the MBTA's Green Line - Riverside Branch/D Train -to the Brookline Village stop. Our building is the large beige building immediately behind the T stop. If you are on the "Inbound Track" side, walk toward the end of the platform and take the stairs to the top and you will be at the main entrance of our building; if you are on the "Outbound Track" side, cross the tracks and walk to your right to the stairway at the end of the platform.

    • 26 Jan 2018
    • 1:00 PM - 2:30 PM
    • Boston Children’s Hospital Trust, Landmark Building, 401 Park Drive, 6th Floor East, Boston, MA 02215
    • 36

    Understanding and Utilizing SEC Filings 

    Friday, January 26

    1:00 – 2:30 PM


    Boston Children’s Hospital Trust

    Landmark Building

    401 Park Drive

    6th Floor East

    Boston, MA 02215


    Ever wondered how much Hedge Fund managers earn? OR how much a CFO made at an IPO? OR where to find the charitable giving code in an insider holding filing? Come learn about public SEC forms to identify and confirm wealth indicators. We’ll be exploring direct and indirect stock holdings, valuing restricted stock units, salary and other compensation including expense reimbursements and retirement compensation, company ownership/controlling interest and other assets. Forms we’ll review include: Forms 3 and 4, Proxies (DEF14A), ADV Forms (Investment Management Firms), brochures and more.


    Bill Gotfredson

    Bill serves as associate director, prospect research of Boston Children’s Hospital Trust, a position he has held since 2014. Bill’s focus is on managing a team of brilliant researchers, building next-level grateful patient prospecting, and redesigning prospect management systems. He also serves as a member of the board of directors of NEDRA. Prior to his work at Children’s, Bill worked for nine years with the Harvard University Development Office where he served as a Senior Research Analyst responsible for prospecting for the University’s science initiatives. Bill has also served as a prospect research consultant with The Helen Brown Group and a NEDRA Annual Conference Committee member. His spends his time away from the office traveling, reading spy thrillers, and becoming a golf fanatic.

    Dave Owens

    Dave is a senior prospect researcher at the Boston Children’s Hospital Trust, where he also began his development career as a Prospect Researcher in 2001. Prior to his tenure at Boston Children’s Hospital, he worked in clinical administration at Beth Israel Deaconess Medical Center in the departments of Pulmonary Care and Oncology. He received his M.A. degree in Political Science from Northeastern University, a B.A. degree in Philosophy and Public Policy from UMass/Boston, as well as an A.A. degree in Mathematics/Science from Cape Cod Community College. Dave is currently a member of the NEDRA 2018 Conference Committee, and previously served on NEDRA’s Programming Committee from 2014 to 2017.


    $85 Members

    $125 Non-Members


    From North or South of Boston:

    Take I-93 North/South to Exit 26 (Storrow Drive). Follow Storrow Drive approximately 2.5 miles to Kenmore Square/Fenway exit (on left). The exit ramp forks, stay to your right. Take right at first light into Kenmore Square. Take leftmost fork at second light onto Brookline Avenue. Once on Brookline Avenue, pass Fenway Park on your left and the movie theater, part of Landmark Center, on your right. Turn right onto Park Drive at first big intersection. Turn right again into the parking area.

    From West of Boston:

    Take I-90 to exit 18. Follow Storrow Drive eastbound to Kenmore Square/Fenway exit. Follow directions above.

    By MBTA:

    Take the Green Line Riverside (D) train to the Fenway stop. The Landmark Center is a short walk from the Fenway T stop across the Bed Bath and Beyond parking lot to the building’s main entrance. The main entrance to the Landmark Center is facing Park Drive.

    Directions within the Landmark Center Building:

    The Trust is located on the 6th floor, East side, of the Landmark Center at 401 Park Drive, Boston, MA. From the parking garage take the elevator to the 4th floor (P4) -Landmark Center level. Turn left and go through the double doors to enter the Landmark Center Lobby. Once in the lobby, head left to the East wing elevators (the guard at the security desk can also point you in the right direction). If you arrive by taxi, on foot, or by subway, and enter through the building’s main entrance, take the escalator up to the 2nd floor and take the East elevators to the 6th Floor.


    Public parking is available at the Landmark Center. For rates and other details, please call La-z Parking at 617-927-0398.

    • 23 Feb 2018
    • 1:30 PM - 3:00 PM
    • Beth Israel Deaconess Medical Center, Rabkin Board Room, 330 Brookline Avenue, Boston, MA 02215
    • 26

    Charitable Powerhouses: A fundraising approach to donors from private equity, venture capital, hedge funds, and family offices 

    Friday, February 23

    1:30 PM – 3:00 PM


    Beth Israel Deaconess Medical Center

    Rabkin Board Room

    330 Brookline Avenue

    Boston, MA 02215


    A presentation, and group discussion, surveying key facts derived from industry periodicals, vendor products, and Securities & Exchange Commission information in the public domain about this most important cohort of prospects and donors. During a time when markets are breaking records alongside dwindling federal funding for critical research in higher education and health care, it is important to refresh our understanding, and keep polished our tools and practices, to deliver results for a group of talented financiers who customarily now rank among top donors. Improving understanding and access to alternative investment managers in your sphere of influence is one of the strategies that connects all charitable organizations, large and small, with real opportunities for remarkable outcomes.

    Our discussion will highlight specific and successful practice suggestions. These will include a methodological approach for evaluating access to assets and capital using SEC information and other free and fee-based resources. These practice suggestions will follow a discussion that highlights the similarities and differences between leveraged buyout firms, venture capital firms, hedge funds, and sophisticated family offices and the wealth generation events related to all four. We will examine historical and forward-looking pictures for alternative investment vehicles, and our material will be suitable for fundraising professionals of all varieties and with all levels of comfort with information related to the financial services industry.


    Richard Horne

    Richard joined Beth Israel Deaconess Medical Center in May 2016 after 11 years at Yale. BIDMC is growing, through planned mergers with Lahey Health and three additional hospitals, so the Prospect Development team at BIDMC is busy (^2) building and rebuilding their research and prospect management systems to take advantage of the latest best practices. Richard is grateful to be in Boston, a wonderful city where collaboration is the norm. He is a co-founder of the Yale Economic Review and studied Ethics, Politics and Economics at Yale while happily working with the deep talent of the Yale University Office of Development.


    $85 Members

    $125 Non-Members


    Click here for directions to the Rabkin Board Room

    Beth Israel Deaconess Medical Center (BIDMC) is located in the Longwood Medical and Academic Area along Brookline Avenue. Please use the Shapiro Entrance, which is located on the East Campus, near the intersection of Brookline and Longwood Avenues.


    The hospital has several parking options and valet services, which can be found here.


    By MBTA:

    Take the MBTA's Green Line - Riverside Branch/D Train -to the Longwood stop or the Green Line - Riverside Branch/E Train to the Longwood Medical Area stop.

    • 02 May 2018
    • 9:30 AM - 3:30 PM
    • MIT, 100 East Main Street, Cambridge, AM 02139
    • 12

    Creating a Powerful Public Presence 

    Wednesday, May 2

    9:30 AM – 3:30 PM


    Massachusetts Institute of Technology

    100 East Main Street

    Cambridge, MA 02139


    As professionals, we represent our institutions every time we speak – both internally and externally. We have a responsibility, therefore, to present ourselves as powerfully as we can. Sometimes, our good ideas and messages get lost because we don’t speak well. We rush; we mumble; we aren’t vocally interesting.

    This workshop focuses on strategies for using the voice and body effectively. The goal is to create a dynamic, engaging delivery so that our audiences (large or small) will remember our messages. There will be some attention to the construction of the messages (content). There will be plenty of time for participants’ questions.

    This workshop is an all day session, from 9:30-3:30, with a break for lunch. Participants will learn best if they bring a page or two of an actual speech or presentation.


    Dale DeLetis is the resident speech coach at MIT Sloan, and the only provider of speech services at the Harvard Business School. He has a fifty-year career in teaching speaking. He has taught a broad range of speakers – fourth graders and a Noble Prize Winner, construction workers and college presidents.


    $149 Members

    Note: due to the workshop format of this program, registrations will only be open to NEDRA members and capacity will be limited to 12.

Past events

17 Nov 2017 Research Basics Bootcamp
07 Nov 2017 Residential Real Estate Review
27 Oct 2017 Think Tank: Healthcare
17 Oct 2017 Prospect Management Panel
15 Sep 2017 VINO: NEDRA Networking in Connecticut
12 Sep 2017 International Research: United Kingdom
30 Aug 2017 Research Basics Bootcamp
19 Jul 2017 Lunch VINO: NEDRA Networking in Maine
20 Jun 2017 Think Tank: Prospect Management
27 Apr 2017 NEDRA 2017 Annual Conference
26 Apr 2017 Research Basics Bootcamp
06 Apr 2017 New Hampshire: Celebrating 30 Years of NEDRA
30 Mar 2017 Maine: Celebrating 30 Years of NEDRA
29 Mar 2017 Directors Round Table
24 Mar 2017 Think Tank: Data Analytics Show & Tell
09 Mar 2017 Greater Boston: Celebrating 30 Years of NEDRA
22 Feb 2017 Think Tank: International Research
03 Feb 2017 Western Mass: Celebrating 30 Years of NEDRA
27 Jan 2017 Connecticut: Celebrating 30 Years of NEDRA
27 Jan 2017 Think Tank: Resource Refresh!
24 Jan 2017 Celebrating 30 Years of NEDRA in Rhode Island
12 Dec 2016 Prospect Research Basics Bootcamp (Boston)
29 Nov 2016 Think Tank: Prospect Management
10 Nov 2016 NEDRA Night Out
10 Nov 2016 Unconscious Bias with Harvard's Christopher Dial
20 Oct 2016 Estimating Private Company Value
09 Jun 2016 NEDRA Night Out
19 May 2016 Directors Round Table
28 Apr 2016 NEDRA Networking Lunch in Western MA
14 Apr 2016 NEDRA 2016 Annual Conference
13 Apr 2016 NEDRA Spring 2016 Research Basics Bootcamp
10 Mar 2016 Cooperation Makes it Happen: NEDRA Panel Discussion at Assumption College
20 Jan 2016 RING: Keeping Up with a Growing Office: New Tools, New Leads, New Staff
10 Dec 2015 NEDRA VINO
20 Nov 2015 Research Basics Bootcamp
21 Oct 2015 Portfolio Management: From Adequate to Amazing
01 Oct 2015 WEBINAR: Researching Prospects in India with Beth Bandy
25 Sep 2015 Creating a Powerful Public Presence: A Workshop for Researchers Who Need Training in Speaking
23 Sep 2015 RING: Social Media
18 Sep 2015 RING: A Roundtable Discussion - Board Nomination & Governance Pipelines
25 Jun 2015 WEBINAR: Tips and Practices on Corporate Research
08 May 2015 RING: Commercial Real Estate
01 May 2015 RING: May Day! What’s Next for Prep School Research and Fundraising?
16 Apr 2015 VIP Conference Registration
16 Apr 2015 NEDRA 2015 Annual Conference
15 Apr 2015 Research Basics Bootcamp
24 Mar 2015 RING: Strategies for Re-energizing Prospect Portfolios
05 Feb 2015 RING: Corporate and Foundation Research
05 Dec 2014 WEBINAR: Pipeline Management During A Campaign
21 Nov 2014 Research Basics Bootcamp
12 Nov 2014 NEDRA VINO
31 Oct 2014 Research Basics Bootcamp
18 Sep 2014 Residential Real Estate Review
11 Sep 2014 RING: APRA Conference Recap Roundtables
01 Aug 2014 RECORDING - Panel Discussion: Inside Chinese Philanthropy
30 May 2014 Panel: Inside Chinese Philanthropy
16 Apr 2014 RING: Hiding in Plain Sight - Markers of Philanthropy
20 Mar 2014 NEDRA 2014 Annual Conference - VIP Registration
20 Mar 2014 NEDRA 2014 Annual Conference
19 Mar 2014 Research Basics Bootcamp
11 Feb 2014 RING: Prospect ID - Tips & Tricks - Online Attendee Registration
11 Feb 2014 RING: Prospect ID - Tips & Tricks - In Person Registration
13 Dec 2013 RING: The Silmarillion: An (Un)expected Journey of a Development Analytics Program
14 Nov 2013 RING: Discover The Golden Egg - How to find elusive international prospects
18 Oct 2013 Research Basics Bootcamp
20 Sep 2013 Research Basics Bootcamp
12 Jul 2013 Development Analytics 102
12 Jul 2013 RING: Setting the Table – Research’s Role at Prospect Review Meetings
07 Jun 2013 Development Analytics 101
29 Apr 2013 NEDRA Annual Conference- Sold Out
21 Mar 2013 RING: Parents as Prospects
15 Mar 2013 The Road Ahead: Campaign Planning and Prospect Research
07 Mar 2013 RING: Planned Giving and Research
01 Feb 2013 RING: Parents as Prospects - Researching Strategies for Parents
25 Jan 2013 RING: Organizational Potluck - Making the Most of Internal Resources
07 Dec 2012 RING: The Financial Services Industry
06 Dec 2012 RING: Large Research Shops
04 Dec 2012 Is the Financial Crisis Over? A Survey of Our Economy, and Our Prospects
16 Nov 2012 Research Basics Bootcamp
15 Nov 2012 Directors Forum
14 Nov 2012 RING: Small Shop Research
31 Oct 2012 Donor Screening: How To Do It On A Budget
26 Oct 2012 Development Analytics 101
19 Oct 2012 Research Basics Bootcamp
16 Oct 2012 The Frugal Researcher
08 Jun 2012 Living in the Gray Area: Understanding Wealth that Isn't Black and White
29 Mar 2012 Research Directors Forum
16 Mar 2012 An Introduction to Prospect Research - In Partnership with AFP Northern New England!
16 Mar 2012 RING: Parent Programs & Research (Connecticut)
09 Mar 2012 RING: Parent Programs & Research (Massachusetts)
08 Mar 2012 Share Training REPLAY: Golden BRICs: Researching Prospects in Brazil, Russia, India & China
06 Dec 2011 RING: Corporate and Foundation Research
17 Nov 2011 RING: Small Shop Research
04 Nov 2011 Joys of Compounding Wealth
28 Oct 2011 Mineral, Air and Water Rights
20 Oct 2011 CT Research Basics Bootcamp
05 Oct 2011 Research Basics Bootcamp
28 Sep 2011 RING: Proactive Research
16 Sep 2011 Research Directors Forum
07 Sep 2011 Share Training REPLAY: Venture Philanthropy in Europe
24 Jun 2011 RING: Data Analytics
09 May 2011 NEDRA Annual Conference
04 Apr 2011 Prospect Research for the Non Researcher
17 Mar 2011 RING: Small Shop Talk with Paul Dakin
16 Mar 2011 Fund Raising Analytics Made Easy
02 Mar 2011 CT Research Directors Forum

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